Services

The Coaswise Advantage

Coastwise is a boutique money management firm which has been named the #1 Financial Advisor in La Jolla for three years in a row by the readers of La Jolla Light and the Village News. Coastwise is also an 13-time winner of the prestigious Five Star Wealth Manager award recognizing the top 2% of all Investment Advisors throughout San Diego.

We believe one of the myriad reasons for these accolades includes the fact that each Coastwise client has his or her own fully customized separate account designed to meet unique investment needs and objectives.

Financial Advisory

We create each portfolio carefully tailored to meet the current and evolving financial objectives of each client.

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Financial Planning

We take a comprehensive, financial planning-led approach to investment management. We put together all the pieces to create a plan that is custom-built for you, addressing all aspects of your financial life.

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Options Strategies

At Coastwise, we possess extensive and unique expertise with using sophisticated options trading techniques.

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Alternative Strategies

We create each portfolio carefully tailored to meet the current and evolving financial objectives of each client.

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Financial & Business Consulting

We bring decades of experience covering the entire business process, from company formation to business planning to capital raising to preparing for and executing liquidity events.

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Separate Account Benefits

  • Customization - Managed to your specific circumstances
  • Flexibility - Can adapt to changes in the market Instantly
  • Security and Peace of Mind - 3rd party custody, all reporting direct from broker
  • Capital Flows - Funds are yours alone, not pooled
  • Transparency - Full access to real time data
  • Total Control - Establish requirements to fit your needs
  • Tax Sensitivity - Ability to optimize taxes annually

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@coastwisegroup.com |  858-454-6670

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